Aviso Financial’s Capital One COF Stock Holding History

Aviso Financial’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$456K	Sell	2,273 -37	-2%	-$7.08K	0.02%	166
2026 Q1	$421K	Buy	+2,310	New	+$483K	0.02%	195

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aviso Financial's COF Position: Q2 2026 in Review

Aviso Financial reduced its Capital One (COF) stake by 1.6% in Q2 2026, selling an estimated $7.08K and leaving 2,273 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #166.

Aviso Financial first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Aviso Financial held 2,273 shares of Capital One worth $456K as of Q2 2026.
Aviso Financial sold 37 Capital One shares in Q2 2026, an estimated $7.08K.
Capital One made up 0.02% of Aviso Financial's portfolio in Q2 2026, its #166 holding.
Aviso Financial first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.